Moseley Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moseley Investment Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$867K	Hold	1,333	–	–	0.28%	67
2025 Q4	$909K	Buy	1,333 +1	+0.1%	+$676	0.28%	67
2025 Q3	$888K	Buy	1,332 +122	+10%	+$78.2K	0.27%	69
2025 Q2	$748K	Hold	1,210	–	–	0.26%	76
2025 Q1	$677K	Buy	1,210 +65	+6%	+$38.2K	0.26%	77
2024 Q4	$671K	Buy	1,145 +531	+86%	+$313K	0.26%	76
2024 Q3	$352K	Sell	614 -25	-4%	-$13.8K	0.14%	108
2024 Q2	$348K	Hold	639	–	–	0.16%	102
2024 Q1	$334K	Buy	+639	New	+$318K	0.17%	105
2022 Q4	–	Sell	-594	Closed	-$212K	–	149
2022 Q3	$212K	Buy	+594	New	+$236K	0.16%	132
2022 Q2	–	Sell	-656	Closed	-$296K	–	166
2022 Q1	$296K	Sell	656 -65	-9%	-$28.9K	0.16%	137
2021 Q4	$342K	Sell	721 -20	-3%	-$9.18K	0.16%	136
2021 Q3	$322K	Buy	741 +30	+4%	+$13.2K	0.16%	135
2021 Q2	$304K	Hold	711	–	–	0.15%	135
2021 Q1	$282K	Hold	711	–	–	0.16%	129
2020 Q4	$266K	Buy	+711	New	+$252K	0.15%	128
2020 Q2	–	Sell	-792	Closed	-$204K	–	136
2020 Q1	$204K	Sell	792 -434	-35%	-$132K	0.24%	112
2019 Q4	$394K	Sell	1,226 -78	-6%	-$24K	0.39%	75
2019 Q3	$387K	Sell	1,304 -320	-20%	-$94.6K	0.41%	72
2019 Q2	$476K	Buy	1,624 +1	+0.1%	+$288	0.44%	65
2019 Q1	$458K	Buy	+1,623	New	+$441K	0.48%	61

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moseley Investment Management's SPY Position: Q1 2026 in Review

Moseley Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,333 shares worth $867K. The position accounts for 0.28% of the portfolio, ranked #67.

Moseley Investment Management first reported a position in SPY in Q1 2019 and has held it in 21 quarters since. The position peaked at $909K in Q4 2025. 4,580 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Moseley Investment Management held 1,333 shares of State Street SPDR S&P 500 ETF Trust worth $867K as of Q1 2026.
Moseley Investment Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Moseley Investment Management's portfolio in Q1 2026, its #67 holding.
Moseley Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 21 quarters since.
Moseley Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $909K in Q4 2025.
4,580 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.